Marksans Pharma Limited
6,846words
4turns
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Key numbers — 40 extracted
rs,
₹3,000 crore
₹601 crore
20.4%
₹420 crore
₹990 crore
₹ 3,033
₹ 601
₹ 891
₹ 195
22.8%
₹ 420
Guidance — 7 items
Total Capacity
opening
“ACC R ED I TAT I ON S Unit 2 in Goa Acquired Manufacturing facility in Goa • Scalable capacity with a plan to double the existing Indian capacity from 8bn units per annum • Manufacturing site is spread across 47,597 sq.”
Total Capacity
opening
“• Plan to manufacture tablets, ointments, liquids and creams ACC R ED I TAT I ON S www.marksanspharma.com *Acquired facility in Goa has scalable capacity to 8bn units p.a.”
Total Capacity
opening
“(Farmingdale, NY) • Leading OTC store brand with major US retailers • 112 new SKUs launched in FY26 • 51 products are in the pipeline • USD 100mn+ revenue — Top-5 Indian pharma company in UK • Bell, Sons & Co.”
Total Capacity
opening
“SKUs growth to ~2000+ Note: All numbers as of FY26 *Acquired facility in Goa has scalable capacity to 8bn units p.a.”
Total Capacity
opening
“Aim to capture a significant part of the multi-billion-dollar OTC opportunity.”
Total Capacity
opening
“• Our OTC segment grew at CAGR of 20.4% (from FY17-FY26) • Marksans is the most preferred and growing low-cost store brand manufacturing partner Innovation & Pipeline Power • Continued focus on R&D leading to a strong product pipeline and successful launches • Strong pipeline of more than 200 products Scale capacity and operating leverage • Aim to expanding Indian capacity to 16bn units p.a.”
Total Capacity
opening
“Consistent operating cash generation ₹ 458 cr in FY26 Disciplined capital allocation Strong credit rating • CARE rating and India rating o o Long term : CARE AA-; Stable Short term: CARE A1+ Low financial risk Driving inorganic growth.”
Risks & concerns — 2 flagged
Consistent operating cash generation ₹ 458 cr in FY26 Disciplined capital allocation Strong credit rating • CARE rating and India rating o o Long term : CARE AA-; Stable Short term: CARE A1+ Low financial risk Driving inorganic growth.
— Total Capacity
Sc Hons (Mathematics) • 20+ years of experience in Corporate Finance & Wholesale Banking, Corporate Governance, Business & Administration, Legal Abilities, Risk Management and Financial Administration • Ex-Deputy General Manager,SBI www.marksanspharma.com Page 49 Experienced Leadership Team Mark Saldanha Founder, Chairman & Managing Director Varddhman Jain Whole-Time Director Sathish Kumar MD – Marksans Pharma UK Ltd.
— Total Capacity
Speaking time
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Opening remarks
Key Highlights
i) In the US ,112 new SKUs launched in FY26 ii) Launched Branded Generics Division in Australia iii) Strengthened its global footprint by entering new markets including Germany, Canada, and Ireland www.marksanspharma.com Page 7 FY26 Revenue by Geography US & North America - ₹ 1,533 cr UK & Europe - ₹ 1,015 cr 24% YoY 52.0% 1% YoY 34.4% 3.4% RoW - ₹ 99 cr 4% YoY 10.3% Australia & New Zealand - ₹ 303 cr 20% YoY www.marksanspharma.com Page 8 Segmental Revenue FY26 Revenue by Segment Revenue by Therapeutic Segment – FY26 1,310.8 Rx, 20.0% OTC, 80.0% Our OTC segment grew at a CAGR of 20.4% (from FY17 to FY26) www.marksanspharma.com 460.9 384.0 183.4 171.5 171.5 161.2 54.8 38.4 i c g r e l l A - i t n A t n e m e g a n a M n a P i l r e p p U ( d o C & h g u o C ) y r o t a r i p s e r l a n i t s e t n o r t s a G i ( ) S V C m e t s y S r a u c s a v o d r a C l i c i t e b a D i - i t n A s e v i t c e f n I - i t n A i s l a r e n M & n m a t i V i ) S M V ( s t n e m e p p u s l ( ) S N
RoW markets given
• Ongoing geopolitical tensions in key MENA and CIS regions • Macroeconomic volatility and elevated payment risks in select regions, credits availed • Order fulfilment constrained by logistics challenges; deliveries deferred to subsequent quarters www.marksanspharma.com Page 21 Marksans Pharma at a Glance www.marksanspharma.com Page 22 Company Overview ₹ 3,033 cr Total Income for FY26 20.4% FY26 EBITDA Margin ₹ 990cr Cash balance (as of 31st Mar 2026) 4 4 Manufacturing Units & 4 R&D Centers 350+ Products and 2,000+ SKUs 2,000+ Total Employees ~$175mn in US Amongst the top Indian Companies in OTC segment Amongst Top 5 Indian Pharma companies in UK Accreditations USFDA, UK MHRA, Australian TGA, EU and Health Canada www.marksanspharma.com Page 23 Marksan’s OTC Focus Marksan’s OTC Portfolio Industry Opportunity ❖ The OTC business includes store brands, private label manufacturing for retailers and customers ❖ It also manufactures products through its own label ❖ According to IQVIA, Global
Total Capacity
26 bn units p.a.* Manufacturing Facility in Southport, UK • Manufactures non-sterile liquids, ointments and powder sachets • Supplies to UK, West Africa & Middle East • Spread across 7,300 sq. mt. C A PAC I T Y 2 bn bottles p.a. 1 bn tubes p.a. 1 bn sachets p.a. ACC R ED I TAT I ON S Unit 2 in Goa Acquired Manufacturing facility in Goa • Scalable capacity with a plan to double the existing Indian capacity from 8bn units per annum • Manufacturing site is spread across 47,597 sq. mt. • Plan to manufacture tablets, ointments, liquids and creams ACC R ED I TAT I ON S www.marksanspharma.com *Acquired facility in Goa has scalable capacity to 8bn units p.a. Page 25 Expanding Global Consumer Healthcare Presence United States ESTABLISHED United Kingdom ESTABLISHED Australia & New Zealand ESTABLISHED • ~USD 175mn revenue — #1 market, ~52% of total revenue • Manufacturing via Time Cap Labs Inc. (Farmingdale, NY) • Leading OTC store brand with major US retailers • 112 new SKUs launched in FY26 • 5
For more information please contact
Jitendra Sharma (CFO) Marksans Pharma Ltd. Tel: +91 22 4001-2000 jitendra@marksanspharma.com Corporate Office 11th Floor Grandeur, Off Veera Desai Road, Opp Gundecha Symphony, Andheri (W), Mumbai – 400 053, Maharashtra - India www.marksanspharma.com © 2025 Marksans Pharma Ltd., All Rights Reserved. “Marksans Pharma” and The Marksans Pharma Logo are trademarks of Marksans Pharma Limited. In addition to Company data, data from market research agencies, Stock Exchanges and industry publications has been used for this presentation. This material was used during an oral presentation; it is not a complete record of the discussion. This work may not be used, sold, transferred, adapted, abridged, copied or reproduced in whole on or in part in any manner or form or in any media without the prior written consent. All product names and company names and logos mentioned herein are the trademarks or registered trademarks of their respective owners.